Institutional Ownership J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI). We have compiled data on the 1,433 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1,575
shares
|
$89,365
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,570
shares
|
$89,081
0.02% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,568
shares
|
$88,968
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1,567
shares
|
$88,911
0.01% of portfolio
|
Q3 2025
Added 569.66%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,562
shares
|
$88,627
0.08% of portfolio
|
Q4 2024
Reduced 26.77%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,552
shares
|
$88,060
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,373
shares
|
$77,904
0.0% of portfolio
|
Q3 2025
Reduced 45.43%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,319
shares
|
$74,840
0.01% of portfolio
|
Q2 2025
Added 61.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
1,275
shares
|
$72,343
0.16% of portfolio
|
Q3 2025
Reduced 96.52%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
1,236
shares
|
$70,130
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,186
shares
|
$67,293
0.02% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,175
shares
|
$66,669
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,134
shares
|
$64,343
0.0% of portfolio
|
Q3 2025
Reduced 85.42%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
1,114
shares
|
$63,208
0.04% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,107
shares
|
$62,811
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,105
shares
|
$62,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,100
shares
|
$62,414
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,100
shares
|
$62,414
0.03% of portfolio
|
Q2 2025
Added 340.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,088
shares
|
$61,733
0.05% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1,082
shares
|
$61,392
0.02% of portfolio
|
Q3 2025
Reduced 31.91%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,065
shares
|
$60,428
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
1,059
shares
|
$60,087
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1,018
shares
|
$57,761
0.02% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
1,000
shares
|
$56,740
0.03% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$56,740
0.01% of portfolio
|
Q1 2023
New holding
|
|